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EricMa
EricMa
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  • Hi, all. I have a reporting challenge that I'm hoping one of you has confronted in the past. We are rolling out Workfront task management to a new group within our company. They often will assign a specific task to multiple users, thereby dividing the work. (Breaking the task up into multiple tasks,...

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  •  in Workfront Ideas 12/11/18
    Great idea! Vote #45 for this! :)

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  •  in Workfront Questions 12/10/18
    Great post, David. I agree with all of your ideas (too bad I can't vote for them 45 times!). The Idea Exchange seems to have been suffering from a policy of benign neglect, so I was pleased to see Melinda's response to you. I would also suggest a monthly Announcement to the admin users that provides...

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  • Hi, Jill. If your report is based on the Expense object, you should have access to Project Planned Completion Date; just add that as a column in your report and apply sorting. Adding the Project Owner is a little trickier, as you'll need to use Text Mode to get to it. I suggest adding a column to yo...

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  •  in Workfront Ideas 9/11/18
    Agree with all the ideas on this thread. A couple of other thoughts/suggestions on reports and folders: 1. When you drag and drop a report into another folder, the interface brings you to THAT folder, rather than remaining in the original folder. This is counterintuitive and differs from the norma...

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  • That's nifty! Thanks for sharing, Doug! ~Eric Eric Manning Language Line Translation Solutions

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  • It does seem peculiar that Workfront read your request as a rollback of existing functionality rather than a request for something new. Perhaps they simply feel that two unique identifiers (GUID and Reference Number) are plenty for any object, and they don't want to create more overhead with a third...

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  • Hi, Artur. Workfront has lots of ways to restrict access to objects, which gives you lots of flexibility; unfortunately, it also gives you a lot of different places to check when you're not getting the access you want. In my experience, the "system administrator has restricted permissions to view" m...

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  • William--if you want to use Layout Templates to do this, you could make the entire "Projects" tab unavailable to your reviewer/requesters; then set up a dashboard (say, on the "Reporting" tab) that provides them with the project-level information that you want. Alternately, you can adjust the Sharin...

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  • If you don't want to go the API route (and I don't blame you!), I'd suggest building a daily/weekly report of recently created projects, grouped by "tactic type," that shows the current project owner for each. Then you can fix them using inline edit and/or bulk edit. It shouldn't take long unless yo...

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